steven, let me kick this off with you. you say price increases are going to continue and we'll see even more in 2013. who has been the hardest hit and where do you want to avoid? >> where we see the hardest hit is companies that have higher exposure to some of the land-based proteins. primarily in beef and pork. less effeaffected are names wit higher exposure to seafood and coffee. one name to avoid, as you mentioned, bob evans, has about 33% of its total food costs in sows, the heavy pigs that are used for some of the pork products. that's not priced -- not on a contract basis. that's one reason we would hold off on this stock right now. >> why do i want to be avoiding those companies that are raising prices? wouldn't that be a positive? i know thatmers ultimately gets hit but if they're raising prices, what does that do for margins? >> margins can be helped by raising prices. the question is, how much of these items can be entered into contracts? that's why we like some of the companies that have bigger supply chains, li